+114.5%
ADI vs PFG
+71.3%
+43.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +1.0% |
| 7D | +2.4% | +6.0% | -3.5% | -1.0% |
| 30D | -6.6% | +2.2% | -8.8% | -7.9% |
| 3M | -9.8% | +10.4% | -20.2% | -15.8% |
| 6M | +15.7% | +27.8% | -12.1% | -2.3% |
| YTD | +35.1% | +33.6% | +1.5% | +10.3% |
| 1Y | +47.7% | +49.3% | -1.6% | +11.5% |
| 3Y | +114.5% | +69.7% | +44.7% | +44.4% |
| All | +114.5% | +71.3% | +43.2% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PFG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling